About Patrick Brewer, CFA, CPA

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So far Patrick Brewer, CFA, CPA has created 25 blog entries.

The Smart Way to Diversify Your Investment Portfolio

The concept of Diversification is relatively straightforward - it involves spreading your money across different kinds of investments (or asset classes) to balance out the highs and lows in the market. This all sounds great, but how do you decide between the multitude of investments that are available to you to hold? Unfortunately, there is [...]

By | May 25th, 2017|Investing|

Top 5 Retirement Plan Options for Physicians

In today’s economy, it is essential for physician practice owners to look beyond their short-term investment goals and consider their long-term retirement plan. Putting a company-sponsored retirement plan in place may be one of the most important tax and financial decisions physicians can make. The right plan will not only help to attract and retain [...]

By | May 22nd, 2017|Investing|

10 Simple Tips for Building Sustainable Wealth

Building sustainable wealth is not difficult. It doesn’t require luck, genius, or special connections. You don’t have to attend expensive financial seminars or subscribe to online courses that promise to teach you the latest tricks for sustainable wealth management. Being financially intelligent and organized is a skill that can be learned just like anything else. [...]

By | May 8th, 2017|Financial News|

Welcome to Brexit

The British vote to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the

By | August 14th, 2016|Featured, Financial News|

What the Jobs Report is Telling Us

You’ve probably heard that May’s Bureau of Labor Statistics (BLS) Employment Report was disappointing. Economists who follow job growth in the U.S. economy were expecting 123,000 new jobs. The actual number was 38,000 -- the smallest gain since September, 2010. On a scale of 1 to Lehman, how worried should we be? Is an 85,000 [...]

By | June 4th, 2016|Financial News|